Monthly Archives: August 2018

A pension dashboard for all?


I agree with Anthony Rafferty , CEO of Origo, that the dashboard isn’t just for those drawing to the close of their working (and saving) career. Rafferty writes in Professional Pensions Rafferty points out that to argue against dashboard, based … Continue reading

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Frank Field – a Labour warrior.


Frank Field Quits Labour Party https://t.co/lr5COhPfCq pic.twitter.com/yVXTAild4f — Guido Fawkes (@GuidoFawkes) August 30, 2018 Yesterday I reported that Chris Sier and Andy Agethangelou were appearing in front of Frank Field’s Work and Pensions Select Committee. Today I’m writing about Frank … Continue reading

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Sier and Agethangelou kick off Government pension transparency inquiry


Chris Sier (left) and Andy Agethangelou (right) are due to kick off the Work and Pensions Select Committee costs  transparency inquiry – giving oral evidence on 5th September. It’s fitting that the two will appear together, Chris Sier did a great … Continue reading

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Who are the 200,000 people petitioning for the pensions dashboard?


  It won’t be long till 38 degrees’ campaign to save the pensions dashboard hits its target of 200,00. Today, the campaign was given a boost by publicity in the Financial Times by the ever-excellent Jo Cumbo. The FT’s headline … Continue reading

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Are some schemes over-paying on Transfer Values?


Royal London have requested and got the notorious letter sent earlier this year to certain schemes perceived to be vulnerable to pension transfers. It includes the following sections. There is nothing new about this guidance; Steve Webb is spot on … Continue reading

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Why every hidden cost matters.


Value recognised A lot has been made about the hidden charges of running a fund over the past ten years. Over this time there have been two high profile campaigns to bring them into the open. In the retail space, … Continue reading

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A common solution to the “retirement savings challenge”.


  I recently published Con Keating’s thoughts on why the “at retirement” decision is to complex. It is indeed the nastiest, hardest problem in finance. The blog prompted my old friend Sandy Trust to point us to the paper he … Continue reading

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“The way we were” – Mike Otsuka calls for USS to return to Topper form.


Here I distill my threads of the past few days into a single message: the @FirstActuarial & @ucu approach to the investment and valuation of #USS is not some radical new theory. Rather, it’s in line with the way #USS … Continue reading

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“And summer’s lease hath all too short a date” – back to school with us.


Today, 27th August is the Summer Bank Holiday in the UK, the last official holiday until Christmas. And the end of August, though still summer, always feels like the end of the holiday season. Holidays have very different meanings to us … Continue reading

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Tie me Superfund down – sport


Q. What do you get if you cross a compulsory contribution system with  unfettered private sector provision? A. Australian Superannuation So this should come as no surprise A couple of enduring themes have emerged so far from the Royal Commission … Continue reading

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